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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
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Mag 7 stocks, earnings, "hands off" the Fed and Jeffrey Sachs at ADF
Quick look to start the week with earnings, including TSLA and GOOG, Jeffrey Sachs explaining poor Trump policies and the Fed's independence
tim@emorningcoffee.com
3 days ago4 min read
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Musings to start the week
Down we go in a self-inflicted mess caused by Mr Trump's errant tariff policy. I talk about trade and budget deficits, and the week ahead.
tim@emorningcoffee.com
Apr 75 min read
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"Worst economy ever"? Not even close!
Inspired by Mr Trump's false claims that he inherited the "worst economy ever", this article looks at administrations' economic performance.
tim@emorningcoffee.com
Feb 266 min read
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Cars, tariffs and social security "fraud"
This article summarises two articles and one podcast that are topical,: US/EU automotive tariffs, social security "fraud", and steel tariffs
tim@emorningcoffee.com
Feb 197 min read
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Balance of payments, trade and tariffs
The week started with the Trump Administration announcing tariffs on Mexico, Canada and China, the first two of which were quickly rescinded
tim@emorningcoffee.com
Feb 69 min read
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American Exceptionalism
Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.
tim@emorningcoffee.com
Jan 813 min read
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The US election aftermath: the morning after
This article is short and covers the blowout results and reasons, what Trump 2.0 means for investors, and Mr Trump's promises.
tim@emorningcoffee.com
Nov 7, 20243 min read
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The US election: things you should know
Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on
tim@emorningcoffee.com
Nov 3, 20244 min read
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Three key election issues: immigration, inflation and abortion
There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.
tim@emorningcoffee.com
Sep 25, 202410 min read
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